Save time and work faster with new Maximizer accounts

Accounts links that integrate Maximizer with both QuickBooks and Sage Line 50, two of the UK’s most popular accounts packages for SMEs, are now available from CABC The links allow sales staff to access up-to-date customer account information on one screen without the need to run both Maximizer CRM and QuickBooks or Sage Line 50 simultaneously.

Not only does this generate improved customer service but also delivers better informed sales transactions through instant views of overdue accounts, credit limits, outstanding balances and other core financial information. Maximizer automatically merges your QuickBooks or Sage Line 50 customers and suppliers database into its address book. This allows users to work from just one screen in a customer’s record with easy access to essential business information from within the CRM system.

Sales staff are able to create and modify invoices, quotes and supplier purchase orders and save a complete history of transactions to the customer's CRM record. They can also view a customer’s account before quoting on a new order, set up automated messages to customers when their order ships and alert account managers when a customer with a pending sale is put on credit hold.

To help ensure we can meet our clients needs, CABC are now a QuickBooks Pro Advisor and can provide not only the link, but QuickBooks software and support services.

CABC verdict: These links bring two leading accounts packages directly into Maximizer for an even more complete view of the customer. Interested? Both QuickBooks and Sage Line 50 accounts links are available from us now, so call 01635 570970 to discuss your installation.